Aaron Verkaik is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CapTrust and Calvin Nexus. Outside of advising, he has experience in non-financial roles including work at Batts Painting and Kalamazoo Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Cameron Rios is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He has worked at Edward Jones since 2018 and previously spent 10 years at Robert W. Baird. Based in Holland, MI, he is part of a large network of financial advisors at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with over $1 trillion in assets under management.

Gregg Mulder is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James, Commonwealth Financial Network, and Envoy, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Shadd Clausen is a financial advisor with Robert Baird & Co., holding a Series 66 designation and offering 22 years of industry experience. He has worked at Robert Baird since 2019 and was previously with Hilliard Lyons from 2003. Outside of his advisory role, Clausen is a partner in SDS Partners. Baird’s Private Wealth Management department, including the DDK Group where Clausen practices, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm provides financial planning, portfolio management, and brokerage services with an investment approach that incorporates manager-traded and model-traded strategies, tax-management, and ongoing in-house research.

Nathan Haverdink is a financial advisor at Edward Jones with Series 66 credentials and has been in the industry since 2024. Prior to joining Edward Jones, he worked at Grand Valley State University and Grounds Management Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Ilse Saewert is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2007. Outside of her advisory role, Saewert serves on the Finance and Investment Committee of the Community Foundation of Holland Zeeland and is a 50% partner in ID Partners LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Tami Wondergem is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has held positions at multiple firms including Equitable Advisors, Securities America, and My Personal Credit Union. In addition to her advisory role, she is licensed to offer health and Medicare insurance through the Buursma Agency. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporations, charities, and institutional clients. The firm operates a multi-manager platform offering various portfolio management options and serves over 800,000 clients through more than 10,000 advisors nationwide.

Arthur Buys is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jessie Devine is a financial advisor with LPL Financial in Holland, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, Jessie worked with Consumers Credit Union, CUSO Financial Services, and Morgan Stanley Financial Advisors, and has a background that includes a decade at Magna Mirrors and three years at Davenport University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

D. Brent Fennema is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior experience includes roles at Securities America Advisors, Securities America, Ssn Advisory, and Edge Group Advisors. Outside of his advisory work, he is involved in tax preparation and accounting through Vision Tax Planning and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Daniel Kempker is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019 and at J.J.B. Hilliard, W.L. Lyons, Inc. for over 30 years. Outside of his advisory role, he is a partner at HL Partners. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded strategies with ongoing manager selection and research support.

Lee Bosko is a financial advisor with Ameriprise in Holland, MI, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 30 years before joining Ameriprise in 2019. Bosko serves on the Board of Directors for HABA, where he is Vice President. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Stephen Kiss is a financial advisor at Robert Baird & Co. with 36 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard W.L. Lyons from 1992 to 2018. Kiss holds Series 63 and Series 65 licenses. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a range of strategies including manager-traded and model-traded SMAs, tax management, and direct indexing.

Daniel De Witt is a financial advisor with Ameriprise in Hudsonville, MI, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in business ownership related to tax preparation and administrative management for his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Brenda Marzynski is a CFP®, ChFC®, and holds a Series 66 license with 26 years of industry experience. She has worked at Stifel since 2025 and previously spent 19 years at infinex Investments, Inc., with additional experience at LPL Financial and Wintrust Investments. Stifel serves a broad range of clients including individual, institutional, charitable, and municipal entities, offering brokerage and investment advisory services that utilize a proprietary investment methodology developed by its Investment Strategy Group.

Dawn Mazeikis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials. She has experience with PFS Investments Inc. and Primerica Financial Services since 2025. Prior to her career in financial advising, she spent over two decades managing James Street Inn Restaurant & Catering and was involved with Keller Williams Lakeshore and Blueprint Dentistry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies primarily managed by unaffiliated asset managers.

Fredrick Bush II is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2015 and 2016 respectively, and also has a long-term role with JCI/YanFeng since 2004. Outside of investment advising, he is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes trading delegation to BNY Mellon Advisors.

Kyle Carson is a Series 66-licensed financial advisor with Ameriprise, based in Holland, MI, with one year of industry experience. Prior to joining Ameriprise, he worked at OSAIC Institutions, Inc. and has a background that includes financial advising at ChoiceOne Bank. Outside of his advisory role, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, delivering written, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joel Kamphuis is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 39 years of industry experience. He has been associated with Cetera and its affiliated entities in various capacities since 2015 and operates KM Wealth Management, an independent business. Kamphuis also sells health, disability, long-term care, and final expense insurance products. Cetera Investment Advisers LLC offers services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutions. The firm provides a range of portfolio management and financial planning services via a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Steven Meyers is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he assists with billing and paperwork for a family-owned trucking business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.